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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,893 | $104,251-24.3% | $91,004-13.3% | $147,585-46.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 4.35% | 27.06%-22.7pp | 4.60%-0.2pp | 578.57%-574.2pp |
| Employer contribution / active EE | $854 | $3,116-72.6% | $2,456-65.2% | $4,876-82.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,911 | $8,948-67.5% | $5,417-46.3% | $10,885-73.3% |